Focus Financial Planning Ltd

Independent Financial Adviser Runnymede Malthouse, Malthouse Lane, Egham, Surrey, TW20 9BD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Rosalind Robinson
Managing Director
Where to find us

Runnymede Malthouse, Malthouse Lane, Egham, Surrey, TW20 9BD

Make an enquiry
About us

Based in Surrey, Focus Financial Planning offers comprehensive fee based personal financial planning services for its professional clients.

Taking a holistic approach, the planning can be tailored to suit most clients needs whether for individuals or for small businesses.

Our services

We offer advice in all areas and, as well as the more usual pensions, investments, inheritance tax planning we also advise on Equity Release and Care Fees Planning. All information about your finances will be available to you 24/7.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000

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